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《大行報告》大摩升金山軟件(03888.HK)目標價至23元評級「與大市同步」
阿思達克 06-11 10:28

摩根士丹利發表研究報告指,金山軟件(03888.HK)正將其核心價值業務由網遊擴大至辦公室軟件。同時,公司擁有兩個短期正面因素,包括:將於明日(12日)推出的手遊《劍網3指尖江湖》,以及7月後上市的北京金山辦公軟件(WPS)。

報告指,WPS將會取代網遊,長線而言成為較大的資產淨值推動力。而WPS在政府及中小企實體的市佔率已超過80%,預料其2018年至2021年收入及盈利的年複合增長超過30%。不過,金山軟件今年已累升逾80%,相信股價已大致上反映了以上兩大因素,故維持評級「與大市同步」,目標價由20元升至23元。

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